Trust & Estate Planning Associate
- Legal
- Blue Bell, PA; Philadelphia, PA
Our client is an AM 100 law firm and has an opening in their Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate for their Taxation & Wealth Planning Department. The ideal candidate will have two to five years of relevant experience.
Qualifications: Juris Doctorate (JD) required. Must be licensed to practice law in the Commonwealth of Pennsylvania.
Knowledge, Skills, & Abilities:
- Strong research, writing skills, and academic record.
- Experience in trusts and estate planning, administration, and taxation (including for high net-worth individuals and sophisticated estates).
- Experience in research, analysis, drafting documents for the implementation of estate plans, as well as preparation and/or review of tax returns (including the preparation of Federal estate tax returns) and other documents related to planning structures.
- Experience planning for family-owned businesses and life insurance structures.
- LLM in Taxation would be helpful but not required.